Edward Jones - Financial Advisor Katie Helmstadter

10/16/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

10/14/2026

As the Official Wealth Management Partner of Duke® Basketball, we know each win is about more than the numbers. The key to being rich is knowing what counts, like time with family, cheering on your team and enjoying the moments that make your personal highlight reel. Reach out to our office today, and let’s find your rich.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=909027&utm_source=facebook&utm_medium=social_media&utm_content=3335808&c3nid=909027_facebook_3335808&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY3NjgyNw%3D%3D.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3Wl7tiS

10/12/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

10/09/2026

Financial decisions are rarely just about money. They're often connected to our goals, experiences, fears and aspirations.

As a financial advisor with the Accredited Behavioral Finance Professional ™, ABFP®, designation, I've completed additional training that covered topics related to helping clients recognize the behavioral factors that can influence their choices and create plans that align with what matters most to them.

If you'd like to discuss how behavioral finance can support your financial strategy, reach out. I'd be happy to start the conversation.



Accredited Behavioral Finance Professional™, ABFP®, and the ABFP® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

10/07/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4yBj5wp



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

10/05/2026

When markets fluctuate, emotions often follow. Fear, uncertainty, and even overconfidence can influence financial decisions more than we realize.

As a financial advisor with the Accredited Behavioral Finance Professional ™, ABFP®, I've completed additional training that covered topics related to helping clients recognize these tendencies and make decisions that align with their long-term objectives.

If you're curious about how behavioral finance could help you make more confident financial decisions, let's connect.



Accredited Behavioral Finance Professional™, ABFP®, and the ABFP® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/471IRhu

10/02/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

09/30/2026

As a financial advisor, I’ve seen how health challenges can affect not only individuals, but entire families.

That's why I’m proud to recognize the work of the Alzheimer’s Association and the impact our communities can make when we come together. Through Edward Jones' strategic alliance with the organization and our sponsorship of the Walk to End Alzheimer’s®, we've helped raise more than $63 million to support critical research, education and support programs.

Our moment is now to continue driving progress and help create a future free from Alzheimer’s.

Learn more here: https://bit.ly/47o1ufA